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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14
Closed -$2K – 721
2021
Q4 		$2K Hold
14
– – ﹤0.01% 703
2021
Q3 		$2K Hold
14
– – ﹤0.01% 723
2021
Q2 		$2K Buy
+14
New +$1.93K ﹤0.01% 900

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VOX Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 14 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VOX in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 14 Vanguard Communication Services ETF shares in Q1 2022, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Communication Services ETF in Q2 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Communication Services ETF position peaked at $2K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.